Automatically add tags

Question

Using MS Word documents as our source files, is there a way to include special token characters or MS Word fields inside an uploaded document so that Dousing can read the sp

Answer 1

Yes, DocuSign can automatically place DocuSign tabs in documents using "anchor text" that exists in the documents. The "Anchoring tabs" section of the REST API guide (starting on p 292) -- http://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf -- provides information about how you can achieve this when creating an Envelope with the REST API.

Using "anchor text" with tabs enables you to have DocuSign automatically add/place the tabs in the documents in each place where the text string you specify (i.e., the "anchor text" string) exists in the document. For example, if your documents contained the string ~s1 in each location where the first signer's signature was required, the REST API request you use to create the envelope would include the following tabs information to have DocuSign automatically add a Signature tab for the signer in each location where ~s1 appears in the documents:

"tabs": {
  "signHereTabs": [
    {
    "anchorString": "~s1",
    "anchorXOffset": "1",
    "anchorYOffset": "0.5",
    "anchorIgnoreIfNotPresent": "false",
    "anchorUnits": "inches"
    }
  ]
}

Note: The only property absolutely required to use anchor text for tab placement is anchorString -- I've included some additional properties in the sample above that you may or may not want to utilize. See the REST API guide for information about the meaning/purpose of the other properties included in the sample above.